Improving lives through sound financial planning.

Most Recent Posts

Longevity and Retirement Planning

By Robert W. Tull | March 12, 2015

If you knew exactly how long you would live, what would you do differently? Would you travel more and work less? Would you start your dream business? Would you sell your house and live on a cruise liner? Would you spend all your money, or stockpile it to leave to your loved ones? In the […]

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The Beneficiary Review

By Robert W. Tull | January 1, 2015

Happy New Year! If you’re anything like me or thousands of other typical Americans, you’ve resolved to get your life more organized this year. Now that could mean anything – from closets to paperwork, to anything in between. But how about Beneficiaries? You know, the people that stand to inherit your assets when you die? […]

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